Citrix ShareFile Integrations
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Create Citrix ShareFile files from Google Drive
You may have a particular app you like using for files, and your team might use another. Why not just connect them together through Zapier? Now everyone can use the file app of their choice, and still stay on the same page.
How this Google Drive-Citrix ShareFile integration works
- You upload a new file to Google Drive
- Zapier sends the file over to Citrix ShareFile
Apps involved
- Google Drive
- Citrix ShareFile
Upload new Gmail attachments to Citrix ShareFile [Business Gmail Accounts Only]
Want to save your most important project or customer email attachments in your cloud storage app? Zapier can help take of that for you, sending email attachments to your cloud account without you having to worry about that at all!
How It Works
- You receive an email in Gmail with an attachment
- Zapier uploads that file to ShareFile
What You Need
- Gmail account
- ShareFile account
Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.
Upload new Dropbox files to Citrix ShareFile
Using more than one file storage system can be confusing. Let Zapier watch for new Dropbox files and automatically upload them to your ShareFile account. Save time organizing and archiving your files without having to manually move them.
How This ShareFile-Dropbox Integration Works
- A new file is uploaded or saved to Dropbox
- Zapier automatically copies that file to ShareFile
Apps Involved
- Dropbox
- ShareFile
Create Citrix ShareFile folders from new Clio matters
Every new matter you create generates volumes of files. Stay focused on the work at hand by setting up this automation. From then on, Zapier will watch for new Clio matters and automatically add corresponding folders to your ShareFile, keeping your clients and documentation organized effortlessly.
How It Works
- A new matter is created on Clio
- Zapier automatically creates a new folder for the client on Sharefile
What You Need
- ShareFile account
- Clio account
Create Citrix ShareFile folders from new Quickbooks online customers
The accounting for new customers is sure to bring about a series of documents, from receipts to contracts and otherwise. Stay organized by having containers created for everyone automatically. Turn on this integration and we'll monitor QuickBooks Online for you, automatically creating a folder on ShareFile for every new client you add so their digital paperwork always has a home.
How It Works
- Create a new customer in QuickBooks Online
- Zapier automatically creates a new folder in ShareFile
What You Need
- QuickBooks Online account
- ShareFile account
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Citrix ShareFile Integration Details
Launched on Zapier February 19, 2016
Zapier combines Triggers (like "New File") and Actions (like "Create Folder") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Citrix ShareFile Triggers, Searches, and Actions are supported by Zapier:
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
Creates a ShareFile user with the given information.
Allows user to upload a file to the selected folder.
Adds a note in the chosen folder.
Adds a URL in the chosen folder.
Triggers when a new file is added to the chosen folder.
Triggers when a new client is created.
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